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Tree Capital, LLC (New York)


Tree Capital, LLC is a large advisory firm based in New York. It manages $187.06 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012.

Tree Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tree Capital: assets under management

The assets under management (AUM) of Tree Capital, LLC is $187.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $187.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.72 million each.
Tree Capital has custody of $29.63 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tree Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Tree Capital, LLC performs its advisory services is located at 126 East 56 Th St., New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-217-0471 or by fax 917-210-3344. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday.


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